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Premier Jobs UK Limited
Sheffield
Are a highly experienced Financial Advisor in South Yorkshire, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead
Job Source: Premier Jobs UK LimitedLime People Search & Select Ltd
Doncaster
My client is an Independent Financial Advisory firm based in Doncaster, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pen
Job Source: Lime People Search & Select LtdRecruit Wealth
Rotherham
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments an
Job Source: Recruit WealthRecruit Wealth Ltd
Rotherham
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments a
Job Source: Recruit Wealth LtdTEMPLEGATE RECRUITMENT LIMITED
Sheffield
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior Administrator Location: Sheffield Benefits: Competitive salary, Pension, Holiday and Parking Salary: £25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Admin
Job Source: TEMPLEGATE RECRUITMENT LIMITEDSovereign & Bale
Sheffield, England, United Kingdom
Recruitment Adviser Location: Sheffield Salary: £30,000 - £35,000 Type: Permanent Candidates must be able to drive and have access to a vehicle Have you got great people skills and a passion for recruitment? Would you like to work in a customer facing role and make a positive impact on people and their communities? Consider the role of a Recruitm
Job Source: Sovereign & BaleTina Lacey Recruitment Ltd
Sheffield
Recruitment Adviser to start in May 2024 - Interviewing asap £30000 - £35000 Sheffield, South Yorkshire Permanent Full Time Monday to Friday Benefits include 25 days holiday per year plus Bank Holidays, Holiday transfer – up to 5 days each year, Flexible holiday scheme – purchase or sell up to 5 days of holiday each year, Childcare vouchers – u
Job Source: Tina Lacey Recruitment LtdTina Lacey Recruitment
Sheffield
Recruitment Adviser to start in May 2024 - Interviewing asap £30000 - £35000 Sheffield, South Yorkshire Permanent Full Time Monday to Friday Benefits include 25 days holiday per year plus Bank Holidays, Holiday transfer - up to 5 days each year, Flexible holiday scheme - purchase or sell up to 5 days of holiday each year, Childcare vouchers - up to
Job Source: Tina Lacey RecruitmentSheffield
Our clients two year trainee programme is for under graduates in their final year of their studies or the candidate who is looking for career change and either working towards or has completed the CII Diploma Level 4 in Regulated Financial Planning (or equivalent) and needs support in industry to progress.
You will be fully immersed in our day to day activities, based in Sheffield Head Office, gaining industry experience and driving forward a career in financial services. You will look at all aspects of the Practice and what it means to be a client here through face to face and written communication. This will include being aware of the client journey, ensuring that excellent service is delivered and participating in hosting events and building relationships with Clients, which will enhance and add value to their experience. All, will help give you the confidence to create the future you want! Responsibilities:
To provide administrative support to the Practice to ensure that the Partner’s relationships between their clients can be optimised and assist with the daily operation of the office and prepare technical reports for advisors in the Practice, following their Client meetings.
Prepare and maintain compliant client files through internal systems.
Implement the advisors recommendations to the client and any supporting documentation required.
Follow core modules that represent the foundations of professional financial advice and learn processes to meet advice guidance.
Deal effectively with queries from clients and other parties through effective communication
Liaising with clients on behalf of advisors and ensure excellent service is delivered
To have an awareness and understanding analyses of clients’ attitude to risk in accordance with their financial planning decisions.
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
Introducing potential clients to the Practice and understanding the process to grow referrals
Benefits
Training and qualifications - Supporting and paying for staff to undertake professional qualifications relevant to your job role once you have passed your three-month probation
Salary Sacrifice pension scheme
Starting salary of £22,000 p.a and quarterly discretionary bonus, individual referral bonus and Practice bonus.
Health benefit scheme - including digital gym subscriptions, dental and optional treatments and alternative therapies
Competitive holiday allowance
Sociable team meetings/events
Trainee Financial Adviser jobs in Sheffield
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